Health Finance Advisor: Impactful Client Planning

AtripleA Recruitment & Temps; Cape Town, Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable recruitment agency is seeking Financial Advisors specializing in Health in Cape Town. In this role, you will acquire and maintain a client base, providing expert financial advice on health-related products such as Medical Aid and Health Insurance. Ideal candidates have at least 1 year of experience in financial services and must meet various compliance requirements. A supportive work environment and lucrative remuneration structure are offered.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Qualifications

• At least 1 year of experience in the financial services industry.
• Must meet FAIS requirements based on DOFA.
• Relevant Class of Business Certificates required within 1 year of DOFA.

Responsibilities

• Provide strategic advice on financial products like Medical Aid and Health Insurance.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs.

Skills

Client engagement

Financial advisory

Compliance adherence

Education

Matric or equivalent

FSCA-approved qualification

Job description

A reputable recruitment agency is seeking Financial Advisors specializing in Health in Cape Town. In this role, you will acquire and maintain a client base, providing expert financial advice on health-related products such as Medical Aid and Health Insurance. Ideal candidates have at least 1 year of experience in financial services and must meet various compliance requirements. A supportive work environment and lucrative remuneration structure are offered.